08/02/2012 - Managed Accounts and SMSF's
Harley Dalton, CEO of Dalton Nicol Reid and pioneer in Managed Accounts will explain how the investment landscape has changed and what investors and SMSF trustees need to consider when choosing an effective investment solution. The global financial crisis has highlighted the lack of transparency in investment products (namely managed funds) and the need for investors to know where their savings are invested and whether these assets are secure. Harley will explain the evolution of managed accounts, why they will be the chosen investment structure for SMSF trustees in the future and how Dalton Nicol Reid manages direct portfolios free of conflicted interests.
Seminars are free and open to clients and the public. Please feel welcome to invite a friend.
When: Wednesday, 8th February 2012
Time: 6-7:30pm
Where: Kennedy & Co
140 Greenhill Road, Unley
(free car parking onsite - access via Unley Road)
Contact: Please call 08 8373 5588 or email kennedy @kennedy.com.au to reserve your place as seating is limited.